Denise Scharfenberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in consulting for The Serial Nester. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Richard Barton is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014, previously affiliated with Axa Advisors. He is also the owner of Barton Wealth Management. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad selection of third-party asset managers, using a hybrid referral and implementation model.

David Immler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. David works with families, leveraging his extensive experience and understanding of capital markets to help clients pursue their financial goals using the resources available at Fidelity. He holds an Arkansas Insurance License and has developed expertise in financial consulting over his tenure at Fidelity. Outside of his professional role, David enjoys family activities, hiking, outdoor adventures, parenthood, soccer, and traveling.

Marcia Sue Spellman is a CFP® professional with over 51 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. Her career includes long-term roles at Raymond James Financial and Raymond James Financial Services, Inc., along with prior work in insurance. She is involved in personal private investments through entities such as Biga International, LP and multiple Cloud Fund partnerships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal and public finance advisory services.

Mason Tenery is a CFP® with 10 years of experience at Edward Jones in Dallas, TX. He has served on the Baylor University School of Music Board of Advocates since 2019, attending semi-annual meetings to discuss projects, expenses, scholarships, and acting as a liaison between students and the School of Music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tyler Settele is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2018, as well as Waddell and Reed Inc. from 2016 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Armin Samadi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Tiaa and TIAA-CREF. Outside of his advisory role, Samadi is an investor in a private entity that purchases automobiles at auctions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Carissa Sutterfield is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2018 and previously at FIDELITY Brokerage Services LLC from 2015 to 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and discretionary separately managed accounts, supported by a multi-asset investment approach and a formal alternative-investment program.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and was previously associated with JPMorgan Chase Bank, N.A. Outside of his advisory role, Nguyen is involved in real estate through ownership interests in investment properties and short-term rentals, with management handled by others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brooke Barber is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she had a brief tenure at X-treme Tan in 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.

Stephen Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 42 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, serving clients through both direct and corporate financial planning programs.

Karen Bellinghausen is a Series 63-registered financial advisor with Ameriprise in Dallas, TX, bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns a consulting business in Dallas. Ameriprise is an institutional firm that offers a retirement-income planning service for clients typically holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered through a centralized consulting team in partnership with the client’s advisor.

Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously operated Brandes Enterprises from 2009 to 2020 while maintaining a role at Wm Financial Services since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Trent Brining is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Copper Financial Network LLC for eight years before joining Wells Fargo Clearing in 2024. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a blend of brokerage and advisory solutions.

Rim Yahia is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has worked at Robert W. Baird since 2017 and previously spent six years with Morgan Stanley Smith Barney LLC. Rim holds a Series 66 designation and is based in Dallas, TX. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separates advice and portfolio fees through various managed account strategies and ongoing manager monitoring.

William Shea is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and ChFC® designations and was previously with FSC Securities Corporation for 28 years. Shea also serves as president of a fixed and traditional insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.